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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,522 | $109,905-86.8% | $98,506-85.3% | $167,553-91.3% |
| Participation rate | 42.9% | 75.8%-33.0pp | 73.3%-30.5pp | 82.1%-39.3pp |
| Annual return | 0.00% | 1960.20%-1960.2pp | 1494.92%-1494.9pp | 478.89%-478.9pp |
| Employer contribution / active EE | $501 | $3,226-84.5% | $2,961-83.1% | $4,840-89.7% |
| Participant deferral / active EE | $5,619 | $4,674+20.2% | $4,277+31.4% | $6,343-11.4% |
| Admin fee / account holder | $10 | $6,760-99.9% | $5,955-99.8% | $12,316-99.9% |